Digesting Your 2023 Tax Return
OnlineClick here to view the webinar on our YouTube channel. Have you ever wondered where the numbers on your tax return come from and why they might not be what...
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Strategic Tax Planning for 2022 and Beyond with guest Jeffrey Levine, CFP ®, CPA, PFS, CWS, AIF
The Inflation Reduction Act of 2022 has been passed by the Senate. How does it affect you and what impact does it have on tax planning opportunities? Aside from the...